Universal Containers (UC) implements a custom retriever to improve the accuracy of AI-generated responses. UC notices that the retriever is returning too many irrelevant results, making the responses less useful. What should UC do to ensure only relevant data is retrieved?
A. Define filters to narrow the search results based on specific conditions.
B. Change the search index to a different data model object (DMO).
C. Increase the maximum number of results returned to capture a broader dataset.
Explanation:
Comprehensive and Detailed In-Depth Explanation: In Salesforce Agentforce, acustom retriever is used to fetch relevant data (e.g., from Data Cloud’s vector database or Salesforce records) to ground AI responses. UC’s issue is that their retriever returns too many irrelevant results, reducing response accuracy. The best solution is to define filters(Option A) to refine the retriever’s search criteria. Filters allow UC to specify conditions (e.g., "only retrieve documents from the ‘Policy’ category” or “records created after a certain date”) that narrow the dataset, ensuring the retriever returns only relevant results. This directly improves the precision of AI-generated responses by excluding extraneous data, addressing UC’s problem effectively.
Option B: Changing the search index to a different data model object (DMO) might be relevant if the retriever is querying the wrong object entirely (e.g., Accounts instead of Policies). However, the question implies the retriever is functional but unrefined, so adjusting the existing setup with filters is more appropriate than switching DMOs.
Option C: Increasing the maximum number of results would worsen the issue by returning even more data, including more irrelevant entries, contrary to UC’s goal of improving relevance.
Option A: Filters are a standard feature in custom retrievers, allowing precise control over retrieved data, making this the correct action.
Option A is the most effective step to ensure relevance in retrieved data.
Universal Containers’ Agent Action includes several Apex classes for the new Agentforce Agent. What is an important consideration when deploying Apex that is invoked by an Agent Action?
A. The Apex classes must have at least 75% code coverage from unit tests, and all dependencies must be in the deployment package.
B. Apex classes invoked by an Agent Action may be deployed with less than 75% test coverage as long as the agent is not activated in production.
C. The Apex classes may bypass the 75% code coverage requirement as long as they are only used by the agent.
Explanation:
Comprehensive and Detailed In-Depth Explanation: Universal Containers (UC) is using Apex classes within an Agent Action for their Agentforce Agent. Deploying Apex in Salesforce has specific requirements, especially when tied to Agentforce functionality. Let’s evaluate the options.
Option A: The Apex classes must have at least 75% code coverage from unit tests, and all dependencies must be in the deployment package. Salesforce enforces a strict requirement that all Apex classes must achieve at least 75% code coverage from unit tests for deployment to production, regardless of their use case (e.g., Agentforce, triggers, or web services). Additionally, when Apex is invoked by an Agent Action (e.g., via a Flow or direct invocation), all dependencies (e.g., referenced classes, objects) must be included in the deployment package to ensure functionality. This is a standard deployment consideration in Salesforce and applies to Agentforce, making this the correct answer.
Option B: Apex classes invoked by an Agent Action may be deployed with less than 75% test coverage as long as the agent is not activated in production. Salesforce’s 75% code coverage requirement is mandatory for production deployment, regardless of whether the agent is activated. There’s no exemption based on activation status—coverage is enforced at the deployment stage. This option is incorrect and contradicts Salesforce’s Apex deployment rules.
Option C: The Apex classes may bypass the 75% code coverage requirement as long as they are only used by the agent. No such bypass exists in Salesforce. The 75% code coverage rule applies universally to all Apex in production, including classes used by Agentforce. Agent-specific usage doesn’t waive this requirement, making this incorrect.
Why Option A is Correct: The 75% code coverage requirement and inclusion of dependencies are fundamental Salesforce deployment rules, applicable to Apex in Agent Actions. This ensures reliability and functionality in production, as per official documentation.
Universal Containers (UC) wants to enable its sales team to get insights into product and competitor names mentioned during calls. How should UC meet this requirement?
A. Enable Einstein Conversation Insights, connect a recording provider, assign permission sets, and customize insights with up to 25 products.
B. Enable Einstein Conversation Insights, assign permission sets, define recording managers, and customize insights with up to 50 competitor names.
C. Enable Einstein Conversation Insights, enable sales recording, assign permission sets, and customize insights with up to 50 products.
Explanation:
Comprehensive and Detailed In-Depth Explanation: UC wants insights into product and competitor mentions during sales calls, leveraging Einstein Conversation Insights. Let’s evaluate the options.
Option A: Enable Einstein Conversation Insights, connect a recording provider, assign permission sets, and customize insights with up to 25 products. Einstein Conversation Insights analyzes call recordings to identify keywords like product and competitor names. Setup requires enabling the feature, connecting an external recording provider (e.g., Zoom, Gong), assigning permission sets (e.g., Einstein Conversation Insights User), and customizing insights by defining up to 25 products or competitors to track. Salesforce documentation confirms the 25-item limit for custom keywords, making this the correct, precise answer aligning with UC’s needs.
Option B: Enable Einstein Conversation Insights, assign permission sets, define recording managers, and customize insights with up to 50 competitor names. There’s no "recording managers" role in Einstein Conversation Insights setup—integration is with a provider, not a manager designation. The limit is 25 keywords (not 50), and the option omits the critical step of connecting a provider, making it incorrect.
Option C: Enable Einstein Conversation Insights, enable sales recording, assign permission sets, and customize insights with up to 50 products."Enable sales recording" is vague—Conversation Insights relies on external providers, not a native Salesforce recording feature. The keyword limit is 25, not 50, making this incorrect despite being closer than B.
Why Option A is Correct: Option A accurately reflects the setup process and limits for Einstein Conversation Insights, meeting UC’s requirement per Salesforce documentation.
Universal Containers (UC) wants to make a sales proposal and directly use data from multiple unrelated objects (standard and custom) in a prompt template. How should UC accomplish this?
A. Create a prompt template passing in a special custom object that connects the records temporarily.
B. Create a prompt template-triggered flow to access the data from standard and custom objects.
C. Create a Flex template to add resources with standard and custom objects as inputs.
D. Use a Record Snapshot to combine data from unrelated objects into a single prompt.
Explanation:
Comprehensive and Detailed In-Depth Explanation: UC needs to incorporate data from multiple unrelated objects (standard and custom) into a prompt template for a sales proposal. Let’s evaluate the options based on Agentforce capabilities.
Option A: Create a prompt template passing in a special custom object that connects the records temporarily. While a custom object could theoretically act as a junction to link unrelated records, this approach requires additional setup (e.g., creating the object, populating it with data via automation), and there’s no direct mechanism in Prompt Builder to "pass in" such an object to a prompt template without grounding or flow support. This is inefficient and not a native feature, making it incorrect.
Option B: Create a prompt template-triggered flow to access the data from standardand custom objects.There’s no such thing as a "prompt template-triggered flow" in Salesforce. Flows can invoke prompt templates (e.g., via the "Prompt Template" action), but the reverse—triggering a flow from a prompt template—is not a standard construct. While a flow could gather data from unrelated objects and pass it to a prompt, this option’s terminology is inaccurate, and it’s not the most direct solution, making it incorrect.
Option C: Create a Flex template to add resources with standard and custom objects as inputs. In Agentforce’s Prompt Builder, aFlex template(short for Flexible Prompt Template) allows users to define dynamic inputs, including data from multiple Salesforce objects (standard or custom), even if they’re unrelated. Resources can be added to the template (e.g., via merge fields or Data Cloud queries), enabling the prompt to pull data directly from specified objects without requiring a junction object or complex flows. This is ideal for generating a sales proposal using disparate data sources and aligns with Salesforce’s documentation on Flex templates, making it the correct answer.
Why Option C is Correct: Flex templates are designed for scenarios requiring flexible data inputs, allowing UC to directly reference multiple unrelated objects in the prompt template. This simplifies the process and leverages Prompt Builder’s native capabilities, as outlined in Salesforce documentation.
Universal Containers recently added a custom flow for processing returns and created a new Agent Action. Which action should the company take to ensure the Agentforce Service Agent can run this new flow as part of the new Agent Action?
A. Recreate the flow using the Agentforce agent user.
B. Assign the Manage Users permission to the Agentforce Agent user.
C. Assign the Run Flows permission to the Agentforce Agent user.
Explanation:
Comprehensive and Detailed In-Depth Explanation: UC has created a custom flow for processing returns and linked it to a new Agent Action for the Agentforce Service Agent, an AI-driven agent for customer service tasks. The agent must have the ability to execute this flow. Let’s assess the options.
Option A: Recreate the flow using the Agentforce agent user. Flows are authored by admins or developers, not "recreated" by specific users like the Agentforce agent user (a system user for agent operations). The issue isn’t the flow’s creation context but its execution permissions. This option is impractical and incorrect.
Option B: Assign the Manage Users permission to the Agentforce Agent user. The "Manage Users" permission allows user management (e.g., creating or editing users), which is unrelated to running flows. This permission is excessive and irrelevant for the Service Agent’s needs, making it incorrect.
Option C: Assign the Run Flows permission to the Agentforce Agent user. The Agentforce Service Agent operates under a dedicated system user (e.g., "Agentforce Agent User") with a specific profile or permission set. To execute a flow as part of an Agent Action, this user must have the "Run Flows" permission, either via its profile or a permission set (e.g., Agentforce Service Permissions). This ensures the agent can invoke the custom flow for processing returns, aligning with Salesforce’s security model and Agentforce setup requirements. This is the correct answer.
Why Option C is Correct: Granting the "Run Flows" permission to the Agentforce Agent user is the standard, documented step to enable flow execution in Agent Actions, ensuring the Service Agent can process returns as intended.
Universal Containers (UC) wants to use Generative AI Salesforce functionality to reduce Service Agent handling time by providing recommended replies based on the existing Knowledge articles. On which AI capability should UC train the service agents?
A. Service Replies
B. Case Replies
C. Knowledge Replies
Explanation:
Comprehensive and Detailed In-Depth Explanation: Salesforce Agentforce leverages generative AI to enhance service agent efficiency, particularly through capabilities that generate recommended replies. In this scenario, Universal Containers aims to reduce handling time by providing replies based on existing Knowledge articles, which are a core component of Salesforce Knowledge. The Knowledge Replies capability is specifically designed for this purpose—it uses generative AI to analyze Knowledge articles, match them to the context of a customer inquiry (e.g., a case or chat), and suggest relevant, pre-formulated responses for service agents to use or adapt. This aligns directly with UC’s goal of leveraging existing content to streamline agent workflows.
Option A (Service Replies): While "Service Replies" might sound plausible, it is not a specific, documented capability in Agentforce. It appears to be a generic distractor and does not tie directly to Knowledge articles.
Option B (Case Replies): "Case Replies" is not a recognized AI capability in Agentforce either. While replies can be generated for cases, the focus here is on Knowledge article integration, which points to Knowledge Replies.
Option C (Knowledge Replies): This is the correct capability, as it explicitly connects generative AI with Knowledge articles to produce recommended replies, reducing agent effort and handling time.
Training service agents on Knowledge Replies ensures they can effectively use AI-suggested responses, review them for accuracy, and integrate them into their workflows, fulfilling UC’s objective.
Universal Containers wants to leverage the Record Snapshots grounding feature in a prompt template. What preparations are required?
A. Configure page layout of the master record type.
B. Create a field set for all the fields to be grounded.
C. Enable and configure dynamic form for the object.
Universal Containers wants to implement a solution in Salesforce with a custom UX that allows users to enter a sales order number. Subsequently, the system will invoke a custom prompt template to create and display a summary of the sales order header and sales order details. Which solution should an Agentforce Specialist implement to meet this requirement?
A. Create an autolaunched flow and invoke the prompt template using the standard "Prompt Template" flow action.
B. Create a template-triggered prompt flow and invoke the prompt template using the standard "Prompt Template" flow action.
C. Create a screen flow to collect the sales order number and invoke the prompt template using the standard "Prompt Template" flow action.
Explanation:
Comprehensive and Detailed In-Depth Explanation: Universal Containers (UC) requires a solution with a custom UXfor users to input a sales order number, followed by invoking a custom prompt template to generate and display a summary. Let’s evaluate each option based on this requirement and Salesforce Agentforce capabilities.
Option A: Create an auto launched flow and invoke the prompt template using the standard "Prompt Template" flow action. An auto launched flow is a background process that runs without user interaction, triggered by events like record updates or platform events. While it can invoke a prompt template using the "Prompt Template" flow action (available in Flow Builder to integrate Agentforce prompts), it lacks a user interface. Since UC explicitly needs a custom UX for users to enter a sales order number, an auto launched flow cannot meet this requirement, as it doesn’t provide a way for users to input data directly.
Option B: Create a template-triggered prompt flow and invoke the prompt template using the standard "Prompt Template" flow action. There’s no such thing as a "template-triggered prompt flow" in Salesforce terminology. This appears to be a misnomer or typo in the original question. Prompt templates in Agentforce are reusable configurations that define how an AI processes input data, but they are not a type of flow. Flows (like auto launched or screen flows) can invoke prompt templates, but "template-triggered" is not a recognized flow type in Salesforce documentation. This option is invalid due to its inaccurate framing.
Option C: Create a screen flow to collect the sales order number and invoke the prompt template using the standard "Prompt Template" flow action. A screen flow provides a customizable user interface within Salesforce, allowing users to input data (e.g., a sales order number) via input fields. The "Prompt Template" flow action, available in Flow Builder, enables integration with Agentforce by passing user input (the sales order number) to a custom prompt template. The prompt template can then query related data (e.g., sales order header and details) and generate a summary, which can be displayed back to the user on a subsequent screen. This solution meets UC’s need for a custom UX and seamless integration with Agentforce prompts, making it the best fit.
Why Option C is Correct: Screen flows are ideal for scenarios requiring user interaction and custom interfaces, as outlined in Salesforce Flow documentation. The "Prompt Template" flow action enables Agentforce’s AI capabilities within the flow, allowing UC to collect the sales order number, process it via a prompt template, and display the result—all within a single, user-friendly solution. This aligns with Agentforce best practices for integrating AI-driven summaries into user workflows.
Universal Containers implements Custom Agent Actions to enhance its customer service operations. The development team needs to understand the core components of a Custom Agent Action to ensure proper configuration and functionality. What should the development team review in the Custom Agent Action configuration to identify one of the core components of a Custom Agent Action?
A. Action Triggers
B. Instructions
C. Output Types
Explanation:
Comprehensive and Detailed In-Depth Explanation: UC’s development team needs to identify a core component of a Custom Agent Action in Agent Builder. Let’s assess the options.
Option A: Action Triggers "Action Triggers" isn’t a term used in Agentforce Custom Agent Action configuration. Actions are invoked by topics or plans, not standalone triggers, making this incorrect.
Option B: Instructions are a core component of a Custom Agent Action in Agentforce. Defined in Agent Builder, they guide the Atlas Reasoning Engine on how to execute the action (e.g., what to do with inputs, how to process data). Reviewing the instructions helps the team understand the action’s purpose and logic, making this the correct answer.
Option C: Output Types While outputs are part of an action’s result, "Output Types" isn’t a distinct configuration element in Agent Builder. Outputs are determined by the action’s execution (e.g., Flow or Apex), not a separate setting, making this less core and incorrect.
Why Option B is Correct: Instructions are a fundamental component of Custom Agent Actions, providing the AI’s execution directives, as per Salesforce documentation.
Universal Containers (UC) is creating a new custom prompt template to populate a field with generated output. UC enabled the Einstein Trust Layer to ensure AI Audit data is captured and monitored for adoption and possible enhancements. Which prompt template type should UC use and which consideration should UC review?
A. Field Generation, and that Dynamic Fields is enabled
B. Field Generation, and that Dynamic Forms is enabled
C. Flex, and that Dynamic Fields is enabled
Explanation:
Comprehensive and Detailed In-Depth Explanation: Salesforce Agentforce provides various prompt template types to support AI-driven tasks, such as generating text or populating fields. In this case, UC needs a custom prompt template to populate a field with generated output, which directly aligns with the Field Generation prompt template type. This type is designed to use generative AI to create field values (e.g., summaries, descriptions) based on input data or prompts, making it the ideal choice for UC’s requirement.
Additionally, UC has enabled the Einstein Trust Layer, a governance framework that ensures AI outputs are safe, explainable, and auditable, capturing AI Audit data for monitoring adoption and identifying improvement areas. The consideration UC should review is whether Dynamic Fields is enabled. Dynamic Fields allow the prompt template to incorporate variable data from Salesforce records (e.g., case details, customer info) into the prompt, ensuring the generated output is contextually relevant to each record. This is critical for field population tasks, as static prompts wouldn’t adapt to record-specific needs. The Einstein Trust Layer further benefits from this, as it can track how dynamic inputs influence outputs for audit purposes.
Option A: Correct. "Field Generation" matches the use case, and "Dynamic Fields" is a key consideration to ensure flexibility and auditability with the Trust Layer.
Option B: "Field Generation" is correct, but "Dynamic Forms" is unrelated. Dynamic Forms is a UI feature for customizing page layouts, not a prompt template setting, making this option incorrect.
Option C: "Flex" templates are more general-purpose and not specifically tailored for field population tasks. While Dynamic Fields could apply, Field Generation is the better fit for UC’s stated goal.
Option A is the best choice, as it pairs the appropriate template type (Field Generation) with a relevant consideration (Dynamic Fields) for UC’s scenario with the Einstein Trust Layer.
Universal Containers (UC) wants to build an Agentforce Service Agent that provides the latest, active, and relevant policy and compliance information to customers. The agent must:
Semantically search HR policies, compliance guidelines, and company procedures. Ensure responses are grounded on published Knowledge. Allow Knowledge updates to be reflected immediately without manual reconfiguration. What should UC do to ensure the agent retrieves the right information?
A. Enable the agent to search all internal records and past customer inquiries.
B. Set up an Agentforce Data Library to store and index policy documents for AI retrieval.
C. Manually add policy responses into the AI model to prevent hallucinations.
Explanation:
Comprehensive and Detailed In-Depth Explanation: UC requires an Agentforce Service Agent to deliver accurate, up-to-date policy and compliance info with specific criteria. Let’s evaluate.
Option A: Enable the agent to search all internal records and past customer inquiries. Searching all records and inquiries risks irrelevant or outdated responses, conflicting with the need for published Knowledge grounding and immediate updates. This lacks specificity, making it incorrect.
Option B: Set up an Agentforce Data Library to store and index policy documents for AI retrieval. The Agentforce Data Library integrates with Salesforce Knowledge, indexing HR policies, compliance guidelines, and procedures for semantic search. It ensures grounding in published Knowledge articles, and updates (e.g., new article versions) are reflected instantly without reconfiguration, as the library syncs with Knowledge automatically. This meets all UC requirements, making it the correct answer.
Option C: Manually add policy responses into the AI model to prevent hallucinations. Manually embedding responses into the model isn’t feasible—Agentforce uses pretrained LLMs, not custom training. It also doesn’t support real-time updates, making this incorrect.
Why Option B is Correct:The Data Library meets all criteria—semantic search, Knowledge grounding, and instant updates—per Salesforce’s recommended approach.
What should Universal Containers consider when deploying an Agentforce Service Agent with multiple topics and Agent Actions to production?
A. Deploy agent components without a test run in staging, relying on production data for reliable results. Sandbox configuration alone ensures seamless production deployment.
B. Ensure all dependencies are included, Apex classes meet 75% test coverage, and configuration settings are aligned with production. Plan for version management and post-deployment activation.
C. Deploy flows or Apex after agents, topics, and Agent Actions to avoid deployment failures and potential production agent issues requiring complete redeployment.
Explanation:
Comprehensive and Detailed In-Depth Explanation: UC is deploying an Agentforce Service Agent with multiple topics and actions to production. Let’s assess deployment considerations.
Option A: Deploy agent components without a test run in staging, relying on production data for reliable results. Sandbox configuration alone ensures seamless production deployment. Skipping staging tests is risky and against best practices. Sandbox configuration doesn’t guarantee production success without validation, making this incorrect.
Option B: Ensure all dependencies are included, Apex classes meet 75% test coverage, and configuration settings are aligned with production. Plan for version management and post- deployment activation. This is a comprehensive approach: dependencies (e.g., flows, Apex) must be deployed, Apex requires 75% coverage, and production settings (e.g., permissions, channels) must align. Version management tracks changes, and post-deployment activation ensures controlled rollout. This aligns with Salesforce deployment best practices for Agentforce, making it the correct answer.
Option C: Deploy flows or Apex after agents, topics, and Agent Actions to avoid deployment failures and potential production agent issues requiring complete redeployment. Deploying components separately risks failures (e.g., actions needing flows failing). All components should deploy together for consistency, making this incorrect.
Why Option B is Correct: Option B covers all critical deployment considerations for a robust Agentforce rollout, as per Salesforce guidelines.
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